Chris F. Parker

PARKER FINANCIAL PLANNING.

Bradenton, FL 34205

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CRD#: 2495502

Professional summary

Chris Franklin Parker, CFP®, who also goes by Chris F Parker, Christopher Franklin Parker, is a registered financial advisor currently at PARKER FINANCIAL PLANNING, LLC. located in Bradenton, Florida.

Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Chris has worked at 7 firms and has passed the Series 63, Series 7, Series 6 and Series 26 exams.

Biography

Chris F. Parker, MS, CFP(R) is a Sr. Financial Planner that provides virtual advisory services (via Zoom meetings, email, phone), primarily to residents throughout Florida.  He assists clients in maximizing their resources.  He specializes in working with pre-retiree retirement saving and transition planning, busy professionals and families, and active, current retirees income and wealth mgt.  The firm has a specialty division, 4GenXFP, that serves the unique needs of GenX clients.   

Flexible billing available.  Free consultation provided.  Discounts for financial planning services are available to AARP, AAA and military/1st responders.  Parker Financial Planning is an approved Dimensional Funds (DFA)  provider and manages all types of retirement accounts, education accounts, trusts, small business (SEP, solo 401K), as well as individual brokerage accounts.  In addition, financial plan development is available to all ages and life stages.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Investment Planning

Life Transitions

Retirement Income Management

Retirement Planning

Do you have an area of expertise or specialization?

Baby Boomers

Federal Employees

Generation X

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Chris F Parker | Christopher Franklin Parker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris Franklin Parker's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

July 15, 2008 - Present

PARKER FINANCIAL PLANNING, LLC.

Office #1: 1201 6th Ave W Suite 100, Bradenton, FL 34205

RIA

CRD#: 147413

Bradenton, FL

Past

May 7, 2010 - August 17, 2010

G. A. REPPLE & COMPANY

RIA

CRD#: 17486

PUNTA GORDA, FL

Past

April 26, 2010 - August 17, 2010

G. A. REPPLE & COMPANY

CRD#: 17486

PUNTA GORDA, FL

Past

January 9, 2006 - May 30, 2008

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ENGLEWOOD, FL

Past

January 6, 2006 - May 30, 2008

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ENGLEWOOD, FL

Past

July 25, 2005 - January 10, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

October 1, 2000 - March 3, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

November 9, 1999 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

July 7, 1994 - November 8, 1995

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/15/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/11/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/1/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/8/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 4/30/2008

Investment Company Products/Variable Contracts Principal Examination

Current Firm

PARKER FINANCIAL PLANNING, LLC.

ON TRACK FINANCIAL PLANNING, LLC. | PARKER FINANCIAL PLANNING, LLC. | PARKER FINANCIAL PLANNING, LLC

CRD#: 147413 / SEC#:

Florida

Registered Investment Advisory firm - (7/15/2008 Approved)

Kentucky

Registered Investment Advisory firm - (9/6/2012 Terminated)

South Carolina

Registered Investment Advisory firm - (3/31/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1201 6th Ave W Suite 100, Bradenton, FL 34205

Mailing Address

Phone number

(941) 564-6141

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 9,857,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Chris F. Parker

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris Franklin Parker's CRS (Customer Relationship Summary).

Certified licenses

Experience

G. A. REPPLE & COMPANY

G. A. REPPLE & COMPANY

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION BROKERAGE SERVICES, INC.

WMA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/11/1999

Series 7

Date: 8/1/2006

Series 6

Date: 11/8/1999

Series 26

Date: 4/30/2008

Current Firm

PARKER FINANCIAL PLANNING, LLC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PARKER FINANCIAL PLANNING, LLC.

TRUST BUT VERIFY

Contact information

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